Workflow Rules for Tasks - Business cases

Workflow Rules for Tasks - Business cases

Hello!

I am back with another update on Task Automation. I believe you are all using Workflow Rules for Tasks to create rules and trigger actions automatically based on your project requirement. Today, let's see some simple business cases using Workflow rules.

Case 1:
When the task start date is not scheduled, then it should automatically take the start date as today and set the end date after 5 days from the start date.

Condition 1:
Criteria: Task start date = Unscheduled
Action: Task Start date = Today, Task End date = 5 days after start date





Case 2:
When the project 'Event Management' is unscheduled, send an email notification to the Event Coordinator & Task Owner.

Condition 2:
Criteria: Project Start date is Unscheduled and Project name is Event Management
Action: Send email to Event Coordinator & Task Owner



Case 3:

Condition: Using Webhooks

Webhooks lets you push data from Zoho Projects to other third party applications and trigger an action or notification in the desired application. For instance,

- When a task is updated, show an alert in the internal communicator tool. 
- Once the Development task is completed, trigger a call in the Automation tool used for the Testing process.

Notes

1. One rule can be applied to all Task layouts.
2. Workflow Rules for Tasks is supported in the Enterprise plan.

I hope these cases help you to create your own rules for tasks. Try them out and share your feedback with us and also let us know your business cases to add more options or conditions to the feature.

Monica
Zoho Projects




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Auto-update the Successor Task Status.

                                          Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
                                        • Collaborate Visually with Whiteboard in Zoho Projects

                                          Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
                                        • Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features

                                          Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
                                        • Manage Documents with SharePoint Extension in Zoho Projects

                                          SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly
                                        • Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.

                                          Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects.  Why this integration is a benefit?  This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner




                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now